A monthly Systematic Investment Plan (SIP) of ₹10,000 in the Kotak Equity Savings Fund since its launch in October 2014 would have grown to about ₹25 lakh as of October 2025, against a total investment of ₹13.30 lakh, according to data shared by Kotak Mahindra Asset Management.

A lump-sum investment of ₹10,000 at inception would have risen to ₹29,659 over 11 years — a threefold increase based on the scheme’s reported performance.

The fund has completed 11 years this month and has crossed ₹8,400 crore in assets under management (AUM), marking a notable scale milestone for the equity savings category.

Since inception, the fund has delivered a compounded annual growth rate (CAGR) of 10.3%, outperforming the NIFTY Equity Savings Index TRI, which returned 9.09% during the same period.

Manag

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